Friday, September 11, 2026
Written before the market opens. Every price and move in this brief is as of the close on Thursday, Sep 10; company pages show live prices. The Buildout is a website built on agentic AI tools, currently in beta, and could have factual errors.
Equities advanced. SPY added 0.85% to $764.29 and QQQ gained 0.87% to $714.88. The 523 AI infrastructure stocks we track outperformed the broad tape, rising 1.35% on average — 0.50 percentage points ahead of SPY — with 369 advancers and 149 decliners. The two-name Other segment posted the highest average at +5.11%; Servers & Compute followed at +4.14%, while Power Generation lagged at -1.19%. HPE (Hewlett Packard Enterprise Company) led the universe, up 12.4%, while SMR (NuScale Power Corporation) fell 15.7%. Earnings are light into the weekend; RFIL (RF Industries, Ltd.) and CHRN (ChronoScale Corporation) report Monday.
ORCL (Oracle Corporation) reported yesterday with actual EPS of $1.92 against a consensus estimate of $1.74, a $0.18 per share beat. It did not appear among the previous session’s biggest universe movers. No additional management commentary or segment-level figures were included in the supplied results.
CLS (Celestica Inc.) announced a new leadership structure to support what it called unprecedented growth.
NVDA (NVIDIA Corporation) was featured in a blueprint for the Mikkeli AI data center designed around its Vera Rubin architecture. The blueprint outlines a system-level build for NVIDIA’s next-generation platform, providing an early view of evolving power, cooling, and networking requirements for AI data centers.
The Fed delivers its rate decision Wednesday — the most market-moving event of the week.